Visionary Horizons’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Visionary Horizons’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.7M	Buy	389,843 +1,030	+0.3%	+$61.6K	9.9%	2
2026 Q1	$22M	Sell	388,813 -53,211	-12%	-$3.09M	10.84%	2
2025 Q4	$25.1M	Sell	442,024 -737	-0.2%	-$41.4K	12.99%	2
2025 Q3	$24.5M	Buy	442,761 +3,728	+0.8%	+$201K	13.67%	2
2025 Q2	$23M	Sell	439,033 -5,831	-1%	-$291K	14.54%	2
2025 Q1	$22.7M	Sell	444,864 -23,924	-5%	-$1.24M	16.01%	2
2024 Q4	$24M	Buy	468,788 +41,442	+10%	+$2.21M	15.73%	2
2024 Q3	$22.6M	Buy	427,346 +39,804	+10%	+$2.03M	15.11%	2
2024 Q2	$18.9M	Sell	387,542 -31,846	-8%	-$1.56M	13.82%	2
2024 Q1	$20.1M	Buy	419,388 +16,098	+4%	+$767K	15.6%	2
2023 Q4	$18.8M	Buy	+403,290	New	+$17.4M	15.25%	1

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Visionary Horizons's SPYV Position: Q2 2026 in Review

Visionary Horizons increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.26% in Q2 2026, buying an estimated $61.6K and bringing the position to 389,843 shares worth $23.7M. The position accounts for 9.9% of the portfolio, ranked #2.

Visionary Horizons first reported a position in SPYV in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.1M in Q4 2025. 613 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Visionary Horizons held 389,843 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $23.7M as of Q2 2026.
Visionary Horizons bought 1,030 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $61.6K.
State Street SPDR Portfolio S&P 500 Value ETF made up 9.9% of Visionary Horizons's portfolio in Q2 2026, its #2 holding.
Visionary Horizons first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
Visionary Horizons's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $25.1M in Q4 2025.
613 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.